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 Processing a Sales Rule

Use

A sales rule is the part of a sales-based rent agreement that determines how and when the amount of sales-based rent is determined based on reported sales. It also determines how the result of the settlement is offset against amounts already paid by the tenant (for example, advance payments or minimum rent).

Integration

You have to create sales rules in the real estate contract as terms in the sales-based rent agreement.

Prerequisites

You set the Relevant to Sales indicator on the General Data tab page in the real estate contract.

Procedure

Choose the Sales-Based Rent Agreement tab.

When you create a new contract, we recommend that you use the Fast Entry function for accessing the sales-based rent agreement. Using this function, you can create a simple sales rule and a reporting rule for it at the same time.

To change a sales-based rent agreement (for example, adding a reporting rule) or to create a more complex sales-based rent agreement, choose with the quick info text Create Term .

  1. Choose the Sales Rule term category. The Calculation, Frequency, Conditions and Memo tabs are displayed in the lower part of the screen.

  2. Enter a name for the sales rule after the term number.

1. Time-Dependency of the Sales Rule

A sales rule can start or end during the contract term, or certain parameters can change within the validity period. By choosing with the quick info text Show Time-Dependence , you can enter the validity period for a sales rule or change it for an existing sales rule.

A new validity period for a sales rule is not allowed to begin within a settlement period of the previous sales rule.

For more information on time-dependent entries, see Management of Time Slots .

 

2. Parameters of the Sales Rule

  1. Choose the Sales Rule Type , if more than one type was specified in Customizing, for example:

  2. Sales-based rent

  3. Advertising fees

  4. Revenue rent

  5. If you want to use an existing reporting rule for the sales rule, assign the reporting rule in the RepRuleNo. (reporting rule number) field. By choosing with the quick info text Details of RepRule , you can go to the reporting rule and change it if necessary.

  6. 3. Calculation Rule

The calculation rule is used to calculate sales-based rent from the reported sales. For more information, refer to Calculation Rule for the Sales Rule .

 

4. Settlement Frequencies

Here you define the intervals at which sales-based rent is settled. For more information, refer to Settlement Frequency of the Sales Rule .

5. Conditions

You define conditions for settling the sales-based rent you determine against minimum rent and advance payments on sales-based rent, and for posting the sales-based rent.

For more information on assigning conditions, refer to Conditions for the Sales Rule .